Sharkey, Howes & Javer’s Charles Schwab SCHW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-120
Closed -$5K 150
2019
Q2
$5K Hold
120
﹤0.01% 173
2019
Q1
$5K Hold
120
﹤0.01% 176
2018
Q4
$5K Hold
120
﹤0.01% 172
2018
Q3
$6K Hold
120
﹤0.01% 180
2018
Q2
$6K Hold
120
﹤0.01% 170
2018
Q1
$6K Hold
120
﹤0.01% 161
2017
Q4
$6K Hold
120
﹤0.01% 164
2017
Q3
$5K Hold
120
﹤0.01% 167
2017
Q2
$5K Hold
120
﹤0.01% 168
2017
Q1
$5K Hold
120
﹤0.01% 181
2016
Q4
$5K Hold
120
﹤0.01% 180
2016
Q3
$4K Hold
120
﹤0.01% 188
2016
Q2
$3K Hold
120
﹤0.01% 201
2016
Q1
$3K Hold
120
﹤0.01% 214
2015
Q4
$4K Hold
120
﹤0.01% 208
2015
Q3
$4K Hold
120
﹤0.01% 202
2015
Q2
$4K Hold
120
﹤0.01% 176
2015
Q1
$4K Buy
+120
New +$4K ﹤0.01% 195